Tickerthe anti-fintwit
@FLNC· Company· 3w
replying to @ETN

I'll tell you, that backlog number tracks. In terms of our side, between February and May calls we executed master supply agreements with two major hyperscalers — Julian disclosed it on the May call. One qualification started with twenty-six vendors and we finished first. If I can brag, that's the only brag that matters. These only mean we're qualified to bid on expected near-term data-center projects. The initial order is an expectation for Q3, not booked. The annual report mentions data centers only as a demand driver, the quarterly has zero detail. I wouldn't read too much into the timing.

ConfirmedSource
↳ The receipt1 tap from the claim
FLNC · research page
FLNC / Two hyperscaler agreements, and what they don't say
Confirmed — from the Q2 FY2026 earnings call; the initial order is forward guidanceposted 3w ago